Creative Planning
Finance · Kansas, United States · 1K - 5K Employees
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Overview
Headquarters
5454 W 110th St, Overland Park, Kansas, ...Phone Number
(866) 273-2848Website
www.creativeplanning.comRevenue
$1.4 BillionIndustry
ZI Rank: 7
Signal Type
Dec
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ZI Rank
6
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7
About Creative Planning
Creative Planning is an independent wealth management firm that provides personalized financial planning and investment services. They take a comprehensive, planning-led approach, combining expertise in areas like taxes, estate planning, and investing to help clients achieve long-term financial success.Explore more
Creative Planning Org Chart
JB
Chief Investment Officer
SR
Accounting Controller
TB
Outsourced Accounting Controller
DC
Controller
AK
Outsourced Business Accounting Controller
JH
Outsourced Business Services Controller
TK
Controller
DR
Business Accounting Services Controller
BF
Retirement Services Divisional Controller
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Activity Insights
Creative Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Creative Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Creative Planning.
Creative Planning Tech Stack
A closer look at the technologies used by Creative Planning
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Most Recent Scoops
Hiring Plans
Creative Planning has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce, Salesforce Marketing Cloud, Google Marketing Platform, Google Analytics, and Tealium. Areas of expertise include: Segmentation Analysis, Email Production, Political Campaigns, Segmentation Strategy, Multivariate Testing, Campaign Performance Analysis, and Marketing Automation.
Hiring Plans
Hiring Plans
Creative Planning has more open roles in Operations than it has had at any time in the past 12 months with an increased focus that include Client Services, and experience with Netsuite, and Proposal Development.
Hiring Plans
Hiring Plans
Creative Planning has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Ramp, QuickBooks, Bill.com, and Sage Intacct with an increased focus that include Business Development, Accounting, Financial Services, and Finance, and experience with Resource Allocation, Pricing Systems, and Project Management Software.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Hiring Plans
Hiring Plans
Creative Planning News & Media
Creative Planning Expands International Footprint With MASECO Acquisition
OVERLAND PARK, Kan., March 26, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced that MASECO LLP (MASECO), an established RIA in London, England, will become part of the Creative Planning group, subject to regulatory...Creative Planning Deepens Focus on Women's Leadership and Financial Education Through Women's Forum
OVERLAND PARK, Kan., March 17, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the launch of the Women's Forum, Powered by Creative Planning — an initiative originally founded by CAP STRAT and now expanded as a...Deals & Moves: Creative Planning, Merit Stay Active in 2026
In addition, Aspen Standard RIA Summitry acquires a neighbor in California, and Raymond James snags six advisors from LPL’s Commonwealth.Creative Planning Acquires Duncan & Haley, Adds $660 Million in AUM
OVERLAND PARK, Kan., March 12, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Duncan & Haley, Ltd. (Duncan & Haley), an established RIA in Seattle, Washington. The acquisition adds $660 million in...
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Creative Planning is an independent wealth management firm that provides personalized financial planning and investment services. They take a comprehensive, planning-led approach, combining expertise in areas like taxes, estate planning, and investing to help clients achieve long-term financial success.... Read More
